Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.

“Be interested, not interesting” is my favorite quote, and a philosophy I apply to both my personal and professional lives as a financial planner. It’s why you can always find me taking on new challenges, from planting a citrus orchard to improving my pickleball game. And it’s also how, for 25 years, I’ve built relationships with clients here in California... Read More about Aaron Schmoekel - Edelman Financial Engines

Justin Barrett joined First Command Financial Services as a Financial Advisor in November 2016, following a 21-year career in the United States Air Force, where he attained the rank of Major. Justin understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. Justin... Read More about First Command Financial Advisor - Justin Barrett, RICP®|MBA

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Bradley Baer is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Roseville, CA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Bradley Baer - Thrivent

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Roseville is here for you, serving the greater Sacramento area, including Placer, El Dorado, Amador, Solano, Yolo, Colusa, Sutter, Yuba, Butte, Nevada and Sacramento counties. Whether you’re accumulating... Read More about Edelman Financial Engines

SAFE Financial Services has been providing wealth management and financial planning strategies for every stage of life for over 35 years. Ryan Kelly is a registered representative with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member SIPC sipc.org). Insurance products are offered through LPL or its licensed affiliates. SAFE Credit... Read More about Ryan Kelly, SAFE Financial Services - Rocklin

Community West Bank has full-service Banking Centers across Greater Sacramento in the north, throughout the San Joaquin Valley and extending west along the Central Coast.

This is a local sales office for Principal Financial Group. Our financial professionals will work closely with you on a consultative needs-based approach to find solutions that will help you reach your financial goals.

Bankers Life provides life and health insurance products, including Medicare Supplement from Washington National and Medicare Advantage from affiliated carriers, annuities and investments designed for Americans who are near or in retirement. Our local agents in Roseville, CA live and work in the community, providing personalized guidance to help you plan a secure retirement.  With 200+ offices and 4,000 insurance agents and... Read More about Bankers Life

At Bright Lake, we understand retirement planning is complex and can be nerve racking. We work hard to help families review their retirement plans and collaborate with them to create a strategy that aims to protect their assets and help people keep more of what is theirs.

Allworth Financial’s Roseville office offers a personalized and comprehensive approach to wealth management. Backed by an award-winning team and national reach, our local fiduciary financial advisors apply modern, sophisticated strategies across investment management, tax planning, estate planning, and insurance. We connect and optimize every part of your financial life-strategically and seamlessly. Contact us to learn more. Reviews may be from... Read More about Allworth Financial

At Avadi Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Roseville, CA area to help... Read More about Avadi Wealth - Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Roseville, CA area, Dana Lanzaro will take the time to understand you and your goals, as well as those changing... Read More about Dana Lanzaro - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Roseville, CA area, Jay F Rizk will take the time to understand you and your goals, as well as those... Read More about Jay F Rizk - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Roseville, CA area, Tyler Charrette will take the time to understand you and your goals, as well as those changing... Read More about Tyler Charrette - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Roseville, CA area, Jeffrey Daniel Impey will take the time to understand you and your goals, as well as those... Read More about Jeffrey Daniel Impey - Financial Advisor, Ameriprise Financial Services, LLC

Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Roseville, CA area, Matthew Dazey will take the time to understand you and your goals, as well as those changing... Read More about Matthew Dazey - Financial Advisor, Ameriprise Financial Services, LLC

BY APPOINTMENT ONLY. A full-service business solutions firm for companies and high-net worth individuals. We specialize in Tax Compliance & Financial Accounting, Assurance & Audits, Forensic Analysis & Litigation Support, Business Planning and consulting, and Wealth & Financial Planning. Call for an appointment - We are here to serve you at times that are convenient for you!

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Roseville, CA area, Mike Fredrick will take the time to understand you and your goals, as well as those changing... Read More about Mike Fredrick - Private Wealth Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Roseville, CA area, Glenn Kenes will take the time to understand you and your goals, as well as those changing... Read More about Glenn Kenes - Private Wealth Advisor, Ameriprise Financial Services, LLC

As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Matthew Meneses